VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,062 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,022 | -1.3% | 8,446 | -8.9% | 0.06% | +71.9% |
| Q4 2023 | $1,035 | +131.5% | 9,276 | +114.6% | 0.03% | +52.4% |
| Q3 2023 | $447 | -90.6% | 4,323 | -90.3% | 0.02% | -89.8% |
| Q2 2023 | $4,742 | -12.8% | 44,706 | -13.3% | 0.21% | -6.4% |
| Q1 2023 | $5,441 | -99.8% | 51,578 | +92.8% | 0.22% | +111.5% |
| Q1 2022 | $3,003,000 | +202.4% | 26,755 | +182.3% | 0.10% | +108.0% |
| Q2 2021 | $993,000 | -59.1% | 9,477 | -64.3% | 0.05% | -69.9% |
| Q4 2020 | $2,429,000 | -5.5% | 26,539 | -27.0% | 0.17% | +17.7% |
| Q1 2020 | $2,571,000 | +15023.5% | 36,335 | +15977.4% | 0.14% | +14000.0% |
| Q4 2016 | $17,000 | +6.2% | 226 | +2.7% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | – | 220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
| SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
| Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
| MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
| Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
| Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
| Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
| Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
| Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |